Webinars

Upcoming Webinar

Quarterly Market Update: Q3 2024
Register for our Q3 webinar to gain insights on major economic and market themes from Q2 2024! 
Wednesday July 24th, 2024 11:00 A.M. PT / 2:00 P.M. ET
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Featured Webinars

Building Your Financial Foundation

Your budget is the foundation of your finances. Join us to learn how to tailor it to your lifestyle, celebrate achievements, and harness technology for your financial well-being.

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Investing 101

Have questions about investing? Don’t worry, it’s easier than you think. Watch our webinar replay to gain the confidence to start your investing journey and reach your financial goals.

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Get to Know Your Financial Wellness Program

Watch this replay to explore 5 ways to leverage your SMARTMap Financial Wellness program, meet our Financial Advocates, and find answers to the most common questions we receive.

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Table of Contents

Retirement

A Guide to Retirement With Roth Accounts

Join us to learn about the power of Roth accounts and how they can help optimize your retirement savings strategy.

may 14th, 2024
Investing at Work

Simplify your understanding of employer-sponsored retirement plans in our webinar. Learn to navigate different accounts, apply investment best practices, and effectively compare returns and fees in your employer’s retirement plan.

November 8th, 2023
Making Medicare Work for You

Watch the second webinar of our two-part series with BlackRock, where we discuss the ins and outs of Medicare to help you better prepare for healthcare in retirement.

November 17th, 2022
Transforming Social Security into a Winning Retirement Strategy

Join us for the first webinar of our two-part series with BlackRock, where we discuss when to begin receiving your Social Security retirement benefits.

August 25th, 2022
Retirement Plans & IRAs: A combined savings strategy

Learn how to maximize retirement savings with an employer-sponsored retirement plan and an IRA. Join us to find out how these options complement each other for a secure retirement future.

June 22nd, 2022

Investing

Investing 101: Put your dollars to work

Have questions about investing? Don’t worry, it’s easier than you think. Watch our webinar replay to gain the confidence to start your investing journey and reach your financial goals.

February 24th, 2022
Creating Wealth: Stocking up for the long haul

Achieving financial goals takes planning and commitment. During this webinar replay, we overview investing principles and savings vehicles that can help you reach your goals sooner.

September 16th, 2021

Debt

Strategies for Managing Debt Effectively

Feeling overwhelmed by debt? You're not alone. Rising costs of living have pushed many Americans to take on additional debt, and it's crucial to create a plan to pay it off to keep your other financial goals on track.

March 14th, 2024
Everything you Need to Know About Debt & Credit Management

Credit can be a powerful force in your financial journey, by either helping or hindering your goals. Join us to learn effective debt management strategies for your financial success.

September 29th, 2022
Credit Reports and Credit Scores: Getting the most mileage from credit

Building a positive credit history takes time, patience, and fiscal know-how. Join us to learn how to build a healthy credit history, while confidently identifying and correcting potential reporting errors.

May 20th, 2021

Budgeting

Building Savings: Ready for the road ahead

Protect your budget from unexpected expenses. Join us to learn how to build an emergency savings account and achieve your financial goals with a well-structured plan.

March 18th, 2021
Creating Sustainable Financial Goals

Watch this webinar to learn how to identify your financial values, define your future goals, assess your current situation, and build sustainable money habits.

December 15th, 2022
Top 5 Money Mistakes & How to Avoid Them

Are your financial habits setting you up for long-term success? Learn to spot and avoid 5 common financial pitfalls, plus gain valuable techniques for practicing mindful money management.

May 26th, 2022

SMARTChats

Bank Accounts 101: The Basics

As we  guide you through the basics of banking you’ll gain valuable insights into the different types of financial institutions, account options, and strategies for safe online banking.

June, 26th 2024
Let's Talk: Couples and Money

Strengthen your relationship through joint financial decisions. In the replay, discover strategies for navigating money conversations with your partner, reaching mutual agreements, and making finances a family affair.

February 14th, 2024
Women & Finances

Women face unique financial challenges throughout their lives, leading to a persistent gender wealth gap. Discover actionable steps for women to empower their financial security and bridge this gap.

March 23rd, 2023
Identity Theft & Your Finances

Guard your personal information against identity thieves. This replay educates you on common tactics, how to protect yourself and your finances, and how to spot red flags in common scams.

May 18th, 2023
Homeownership 101

Are you thinking about buying a home? We've got you covered! Watch this webinar replay specifically designed for those considering homeownership to learn how to financially prepare for the process.

August 17th, 2023
Student Loans & Your Finances

Need help reevaluating your budget now that student loan payments have resumed? Watch this webinar replay where we discuss post-pause repayments and developing a comprehensive repayment plan.

September 20th, 2023
Inflation 101

Inflation got you down? Join us for a webinar hosted by BlackRock, where we simplify the jargon and bring you up to speed on the current economic landscape.

December 14th, 2023

Quarterly Market Updates

Quarterly Market Update: Quarter 2, 2024

Watch this webinar to gain insights on major economic and market themes from Q1 2024! 

April 10th
Quarterly Market Update: Annual Market Recap

Watch this webinar replay to gain insights on key events from 2023 and what to look for in 2024.

January 2024
Quarterly Market Update: Quarter 4, 2023

Watch this webinar replay to gain insights on major economic and market themes from Q3 and look ahead into Q4 and 2024.

October 26th, 2023
Quarterly Market Update: Quarter 3, 2023

Watch this webinar replay to gain insights on major economic and market themes from Q2 and look ahead into Q3.

July 2023
Quarterly Market Series – The Anatomy of a Recession

In this replay, ClearBridge Investments and Franklin Templeton present 'Anatomy of a Recession,' offering insights on the economy's health and where we may be headed.

May 31st, 2023
Quarterly Market Update: Quarter 1, 2023

Watch this webinar replay to gain insights on major economic and market themes from 2022 and look ahead into Q1.

January 25th, 2023

Seminarious web en español

¿Cómo utilizar las cuentas bancarias?

Participe junto a nosotros en un debate virtual donde aprenderá conceptos bancarios básicos y obtendrá información valiosa sobre los diferentes tipos de instituciones financieras, las opciones de cuentas bancarias y la seguridad de sus fondos.

27 DE JUNIO DE 2024
Infórmese sobre su Programa de Bienestar Financiero: SMARTMap

Mire esta grabación para explorar las 5 maneras de aprovechar su programa de bienestar financiero SMARTMap, conozca a nuestros representantes financieros y obtenga respuestas a las preguntas más comunes que recibimos.

27 de Junio de 2023
Cómo Invertir Dentro de Su Plan de Jubilación

Comprenda mejor los planes de jubilación patrocinados por la empresa en nuestro seminario web. Aprenda a navegar por las diferentes cuentas, aplique las mejores prácticas de inversión y compare de forma eficaz los rendimientos y las comisiones del plan de jubilación de su empresa.

9 de Noviembre de 2023
Cómo Manejar el Dinero Entre Parejas

Fortalezca su relación a través de decisiones financieras conjuntas. En la grabación, descubra estrategias para conversar sobre temas de dinero con su pareja, establecer acuerdos mutuos y hacer de las finanzas un asunto familiar.

9 de Febrero de 2023
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